From a young age, Chad has shared a love for music and the arts with a love for mathematics and science. He was curious about the connections between the disciplines and has been able to carry this curiosity and creativity into his professional life. Chad has a passion for helping families simplify complex decisions while developing creative strategies to achieve their financial goals in ways that they can fully understand. For the first 13 years of his career, Chad served as a trusted advisor to privately held business owners, executives, professionals, and retirees with a national Registered Investment Advisor. In 2019, Chad joined the JVL team of professionals who share his vision for